Cetera Financial Group
Program Manager, Workplace to Wealth Enablement
Cetera Financial Group, San Diego, California, United States, 92189
Program Manager, Workplace to Wealth Enablement
3 days ago Be among the first 25 applicants
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Cetera Financial Group provided pay range This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $90,000.00/yr - $120,000.00/yr
Direct message the job poster from Cetera Financial Group
Cetera is seeking a strategic and detail-oriented Program Manager to lead and coordinate participant data‑driven initiatives across the organization. In this role, you will serve as the central point for managing participant data workflows, ensuring data integrity, and supporting analytics that enhance engagement and decision-making. You’ll oversee segmentation strategies, track and report on participant metrics, support targeted digital campaigns, and lead the development of dashboards and reporting tools.
A key responsibility of this role is partnering with internal teams and third‑party providers to assist in identifying and implementing effective participant engagement solutions—ranging from SaaS platforms to cross‑functional initiatives—that drive measurable outcomes and enhance the participant experience.
Key Responsibilities:
Lead participant data segmentation and pipeline strategies to support engagement initiatives
Track and report on participant‑related KPIs and data insights
Support digital marketing and outreach campaigns with accurate participant data targeting
Coordinate cross‑functional data workflows and reporting processes
Develop and maintain dashboards and analytics tools focused on participant engagement
Partner in identifying, evaluating, and implementing participant engagement solutions, including third‑party SaaS tools and internal cross‑functional partnerships, to enhance experience and drive measurable outcomes.
Assist in resolving participant data issues and support special projects as needed
What You Bring:
Bachelor’s degree in Business, Data Analytics, or equivalent experience
Strong analytical, problem‑solving, and decision‑making skills
Ability to manage multiple priorities under pressure
Quick grasp of technical and complex data concepts
Proficiency in Microsoft Office, especially Excel
Adaptability to evolving market and business conditions
Bonus Points For:
Experience in Financial Services
FINRA Series 7, 63, and 65 (or 66) licenses
State Life & Health Insurance License
7+ years in the financial services industry
Prior experience in data program management, analytics leadership, or vendor evaluation
Compensation: The base annual salary range for this role is $90,000 to $120,000, plus a competitive performance‑based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us Cetera Financial Group® ("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions‑based advisors the benefits of a large, established broker‑dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker‑dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, and Cetera Financial Specialists.
Agencies please note:
this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance
Referrals increase your chances of interviewing at Cetera Financial Group by 2x
What we give you in return:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
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Get AI-powered advice on this job and more exclusive features.
Cetera Financial Group provided pay range This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $90,000.00/yr - $120,000.00/yr
Direct message the job poster from Cetera Financial Group
Cetera is seeking a strategic and detail-oriented Program Manager to lead and coordinate participant data‑driven initiatives across the organization. In this role, you will serve as the central point for managing participant data workflows, ensuring data integrity, and supporting analytics that enhance engagement and decision-making. You’ll oversee segmentation strategies, track and report on participant metrics, support targeted digital campaigns, and lead the development of dashboards and reporting tools.
A key responsibility of this role is partnering with internal teams and third‑party providers to assist in identifying and implementing effective participant engagement solutions—ranging from SaaS platforms to cross‑functional initiatives—that drive measurable outcomes and enhance the participant experience.
Key Responsibilities:
Lead participant data segmentation and pipeline strategies to support engagement initiatives
Track and report on participant‑related KPIs and data insights
Support digital marketing and outreach campaigns with accurate participant data targeting
Coordinate cross‑functional data workflows and reporting processes
Develop and maintain dashboards and analytics tools focused on participant engagement
Partner in identifying, evaluating, and implementing participant engagement solutions, including third‑party SaaS tools and internal cross‑functional partnerships, to enhance experience and drive measurable outcomes.
Assist in resolving participant data issues and support special projects as needed
What You Bring:
Bachelor’s degree in Business, Data Analytics, or equivalent experience
Strong analytical, problem‑solving, and decision‑making skills
Ability to manage multiple priorities under pressure
Quick grasp of technical and complex data concepts
Proficiency in Microsoft Office, especially Excel
Adaptability to evolving market and business conditions
Bonus Points For:
Experience in Financial Services
FINRA Series 7, 63, and 65 (or 66) licenses
State Life & Health Insurance License
7+ years in the financial services industry
Prior experience in data program management, analytics leadership, or vendor evaluation
Compensation: The base annual salary range for this role is $90,000 to $120,000, plus a competitive performance‑based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us Cetera Financial Group® ("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions‑based advisors the benefits of a large, established broker‑dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker‑dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, and Cetera Financial Specialists.
Agencies please note:
this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance
Referrals increase your chances of interviewing at Cetera Financial Group by 2x
What we give you in return:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
#J-18808-Ljbffr